Research

Thai Telcos – Auction concludes, no major surprises

VIPS: 2Q25 Preview - Lowering 2Q Topline Estimates

Microsoft vs. OpenAI: Implications for investors?

Global Telecoms Multiples 2025-06-27

CMCSA quick hit: Comcast continues to make the right pricing moves

Deep dive into Chinese Semicap: How much of a headwind for Western players?

Supreme Court Upholds USF Framework but Reform Still Ahead

SATS, Carr, and the Art of the No Deal…Yet

SATS quick hit: EchoStar making interest payments

GOOGL: Addressing the Key Questions on the Future of AI Search

Translating Carr on SATS

Update on TMUS/USM Transaction Review

Eugene Tech (084370 KS) DRAM Deposition 06/24/2025 Conference Call Notes

TOWA (6315 JP) HBM Molding Equipment; 06/25/2025 Conference Call Notes

Micron 3FQ25: Our thesis is playing out - Buy, $170 TP.

SUMCO (3436 JP) 6/25/2025 conference call notes

The Great Replatforming, part I – the Special Theory

European Tariff Tracker June25

South Korean Telcos - Q1 25 review: Peers expected to benefit near-term from SKT’s data breach

As SATS Chapter 11 Clock Clicks Down, Does FCC Need to Act?